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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,313 | $29,716-14.8% | $56,077-54.9% | $80,925-68.7% |
| Participation rate | 90.3% | 41.7%+48.6pp | 52.5%+37.8pp | 67.7%+22.7pp |
| Annual return | 12.66% | 35.30%-22.6pp | 1709.28%-1696.6pp | 35.65%-23.0pp |
| Employer contribution / active EE | $714 | $671+6.5% | $1,040-31.3% | $2,756-74.1% |
| Participant deferral / active EE | $2,493 | $1,228+103.0% | $1,954+27.6% | $4,299-42.0% |
| Admin fee / account holder | $292 | $2,432-88.0% | $2,825-89.7% | $6,940-95.8% |